Client Service Associate

Aaron Wealth Advisors; Carmel (IN); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Discretionary bonus

401(k) plan

401(k) employer match

Health, vision, and dental insurance

Unlimited PTO

Job summary

Aaron Wealth Advisors seeks an experienced Client Service Associate to deliver a white-glove client experience and manage complex client and operational workflows at our Carmel, IN office.

The role supports Advisors, Investment Team, and Director of Client Service in account administration, cash management, and project work. Includes onboarding, coordination across custodians, and high-touch client servicing in a private wealth setting.

Qualifications

• 2+ years in client service or similar role within an RIA, multi-family office, or single family office.
• Bachelor's degree required.
• Broad knowledge of mutual funds and investment accounts is preferred.
• Proficiency in Microsoft Office; CRM experience a plus.

Responsibilities

• Own end-to-end client experience as a trusted point of contact with proactive, white-glove service.
• Process day-to-day client administrative operations with high accuracy and compliance.
• Lead complex client onboarding and account administration with custodians and managers.
• Support sophisticated investment and family office workflows, including liquidity events.
• Leverage firm systems and reporting to create scalable, clean data workflows.
• Collaborate with advisors and teams to deliver exceptional client value.

Skills

Client service

CRM experience

Communication

Teamwork

Education

Bachelor's degree

Tools

Microsoft Office

Salesforce

Job description

We are seeking an experienced Client Service Associate who delivers a white-glove client experience and serves as relationship manager for complex client and operational workflows to join our Carmel (Indianapolis) office. The ideal candidate brings prior experience from an RIA, multi-family office, or single family office and understands the importance of precision, discretion, proactive communication, and collaboration. This role is a full-time in-office position.

Aaron Wealth Advisors is a premier independent Registered Investment Advisor (RIA) and national shared family office with headquarters in Chicago, IL, and offices in Newport Beach, CA, and Carmel, IN. We specialize in serving ultra-high-net-worth families, entrepreneurs, executives, and non-profit organizations with $25M+ in investable assets. We currently oversee $4.8bn in assets under advisement. We deliver holistic financial advice, access to exclusive investment opportunities, uncompromising fiduciary standards, and exceptional client service. Aaron Wealth Advisors operates with integrity, discretion, and a deep commitment to helping families preserve wealth, protect values, and empower future generations.

This role assumes responsibility for supporting the Advisors, Investment Team, and Director of Client Service in account administration, client servicing, cash management, and operational consulting projects.

Functions & Responsibilities

• Client Experience and Relationship Management: Own the end-to-end client experience as a trusted point of contact, delivering proactive, white-glove service and building long-term client and partner relationships.
• Operations, Accuracy, and Execution: Process day-to-day client administrative operations with a high standard for accuracy, urgency, and compliance, ensuring consistent execution and minimal rework.
• Client Onboarding and Account Administration: Lead complex client onboarding and account administration, coordinating across custodians, trust companies, transfer agents, and investment managers to execute asset movements, account actions, and ongoing servicing.
• Investments and Family Office Services: Support sophisticated investment and family office workflows, including liaising with investment and alternative managers, private equity, and custodians, in addition to navigating complex client liquidity events and distributions.
• Systems, Reporting, and Process Improvement: Leverage and improve firm systems and reporting to create scalable workflows, maintain clean data, and elevate firmwide best practices.
• Collaboration and Strategic Support: Join our Aaron Wealth family and work alongside experienced professionals to deliver exceptional client value, strategic initiatives, and organic business growth.

Knowledge, Skills & Abilities

• Minimum 2+ years of experience in client service or a similar role within an RIA, multi-family office, or single family office.
• Bachelor's degree required.
• Broad knowledge of mutual funds, investment managers, and brokerage account administrative procedures preferred.
• Proficiency in Microsoft Office is required.
• Familiarity working with a CRM; Salesforce preferred.
• Self-starter with a high level of accuracy, organization, and motivation to expand their knowledge base.
• Excellent communication skills; empathetic, patient, and able to establish rapport with others.
• Demonstrated commitment to partnership, teamwork, and proactively addressing issues as they arise.

Aaron Wealth Advisors Employee Value Proposition

• Independent Platform: Freedom to serve clients without product bias or institutional constraints.
• Unconstrained Opportunity: Access to institutional-grade investment platforms and alternatives.
• Collaborative Culture: Work alongside accomplished professionals with deep expertise.
• Comprehensive Support: Dedicated investment, client service, operations, and compliance professionals.
• Sophisticated Client Base: Engage with some of the most influential families in the country.
• Impactful Work: Help families preserve wealth, protect values, and empower future generations.
• Advanced Tools: Advanced technology platforms designed for complex wealth management.
• Career Growth: Continuing education and professional development opportunities.
• $75,000–$85,000 highly competitive salary
• Discretionary bonus
• 401(k) plan
• 401(k) employer match
• Health, vision, and dental insurance
• Unlimited PTO
• And more

Aaron Wealth Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national